Joining us right now to talk about the markets is Matt Powers with Powers Advisory Group. He's a managing partner there. Uh Matt, you think that there is still risk to that market and the biggest risk at this point is concentration in too few stocks.>> Yeah, good morning Becky. Thanks for having me. Uh you know, I don't want to come off sounding bearish because I'm not.And maybe kind of a cheesy analogy. I heard you guys have one here earlier. Uh you know, we're not necessarily worried about the pie growing ...

Thanks to our global coverage we've ramped up our global macro commentary on our marketplace service here on Seeking Alpha, The Value Lab . We focus on long-only value ideas, where we try to find international mispriced equities and target a portfolio yield of about 4% . We've done really well for ourselves over the last 5 years, but it took getting our hands dirty in international markets. If you are a value-investor, serious about protecting your wealth, us at the Value Lab might be of inspiration.The Val ...

Core Insights - The article emphasizes the focus on value investing in Asia, particularly in Hong Kong, targeting stocks with significant discrepancies between market price and intrinsic value [1] - The investment strategy includes identifying deep value balance sheet bargains and wide moat stocks, which are characterized by strong competitive advantages and high-quality business models [1] Group 1: Investment Strategy - The service aims to provide value investors with opportunities in Asia-listed stocks that are undervalued, specifically looking for net cash stocks, low price-to-book (P/B) ratios, and sum-of-the-parts discounts [1] - The approach also includes identifying "Magic Formula" stocks and hidden champions that exhibit strong earnings power at discounted prices [1] Group 2: Market Focus - The primary market of interest is the Hong Kong equity market, where the analyst has over a decade of experience [1] - Monthly updates and watch lists are provided to keep investors informed about potential investment opportunities [1]

Core Insights - Symrise AG Unsponsored ADR (SYIEY) is currently viewed as a better investment option compared to Hawkins (HWKN) for those seeking undervalued stocks [1][3][7] Valuation Metrics - SYIEY has a forward P/E ratio of 17.76, significantly lower than HWKN's forward P/E of 31.81, indicating that SYIEY may be undervalued [5] - The PEG ratio for SYIEY is 1.19, while HWKN's PEG ratio stands at 1.99, suggesting SYIEY has a more favorable growth outlook relative to its valuation [5] - SYIEY's P/B ratio is 2.69 compared to HWKN's P/B of 5.23, further supporting the notion that SYIEY is undervalued [6] Earnings Outlook - SYIEY is experiencing an improving earnings outlook, which enhances its attractiveness in the Zacks Rank model [7]

Core Insights - The article compares two companies in the Electronics - Miscellaneous Components sector: Alps Electric (APELY) and Vishay Precision (VPG) to determine which is a better undervalued stock option [1] Valuation Metrics - APELY has a Zacks Rank of 2 (Buy), indicating a positive earnings outlook, while VPG has a Zacks Rank of 4 (Sell) [3] - APELY's forward P/E ratio is 26.08, significantly lower than VPG's forward P/E of 45.44, suggesting APELY is more undervalued [5] - APELY's PEG ratio is 0.67, indicating better expected earnings growth relative to its price, compared to VPG's PEG ratio of 2.27 [5] - APELY has a P/B ratio of 0.94, while VPG's P/B ratio is 1.22, further supporting APELY's valuation advantage [6] - Based on these metrics, APELY holds a Value grade of A, while VPG has a Value grade of C, reinforcing APELY's position as the superior value option [6]

Core Viewpoint - Life Time Group Holdings, Inc. (LTH) and Atour Lifestyle Holdings Limited Sponsored ADR (ATAT) are both considered by investors in the Leisure and Recreation Services sector, with LTH currently presenting a more attractive value proposition based on various valuation metrics [1][6]. Valuation Metrics - LTH has a forward P/E ratio of 17.26, while ATAT's forward P/E is 23.38, indicating that LTH is potentially undervalued compared to ATAT [5]. - The PEG ratio for LTH is 0.70, suggesting a favorable valuation when considering expected earnings growth, whereas ATAT has a PEG ratio of 1.02 [5]. - LTH's P/B ratio stands at 1.91, significantly lower than ATAT's P/B of 11.17, further supporting LTH's position as a better value option [6]. Investment Outlook - Both LTH and ATAT hold a Zacks Rank of 2 (Buy), indicating a positive earnings outlook due to favorable analyst estimate revisions [3]. - LTH has been assigned a Value grade of A, while ATAT has a Value grade of C, highlighting LTH's superior valuation metrics [6].

Core Insights - The article compares Affiliated Managers Group (AMG) and Ares Management (ARES) to identify which company presents a better investment opportunity for undervalued stocks [1] Group 1: Zacks Rank and Earnings Outlook - AMG has a Zacks Rank of 2 (Buy), indicating a more favorable earnings estimate revision trend compared to ARES, which has a Zacks Rank of 3 (Hold) [3] - The improving analyst outlook for AMG suggests a positive earnings estimate revision activity [3][7] Group 2: Valuation Metrics - AMG's forward P/E ratio is 10.22, significantly lower than ARES's forward P/E of 29.04, indicating that AMG may be undervalued [5] - AMG has a PEG ratio of 0.57, while ARES has a PEG ratio of 1.14, further suggesting that AMG is a better value option based on expected earnings growth [5] - AMG's P/B ratio is 1.71, compared to ARES's P/B of 6.74, reinforcing AMG's position as a more attractive investment based on market value versus book value [6] - These metrics contribute to AMG's Value grade of A and ARES's Value grade of C [6]

Investors interested in stocks from the Retail - Supermarkets sector have probably already heard of Carrefour SA (CRRFY) and Walmart (WMT) . But which of these two companies is the best option for those looking for undervalued stocks? Let's take a closer look.Everyone has their own methods for finding great value opportunities, but our model includes pairing an impressive grade in the Value category of our Style Scores system with a strong Zacks Rank. The Zacks Rank is a proven strategy that targets compani ...

Core Viewpoint - ZTO Express (Cayman) Inc. is currently viewed as a better value opportunity compared to TFI International Inc. based on various financial metrics and analyst outlooks [1]. Valuation Metrics - ZTO has a forward P/E ratio of 12.18, significantly lower than TFII's forward P/E of 20.28, indicating ZTO may be undervalued [5]. - The PEG ratio for ZTO is 3.93, while TFII's PEG ratio is 4.86, suggesting ZTO has a more favorable earnings growth outlook relative to its price [5]. - ZTO's P/B ratio stands at 1.25, compared to TFII's P/B of 2.68, further indicating ZTO's stock may be undervalued relative to its book value [6]. Analyst Outlook - ZTO holds a Zacks Rank of 2 (Buy), reflecting a positive earnings estimate revision trend, while TFII has a Zacks Rank of 5 (Strong Sell), indicating a less favorable outlook [3]. - The solid earnings outlook for ZTO, combined with its favorable valuation metrics, positions it as the superior value option in the current market [7].

Core Viewpoint - The comparison between Portland General Electric (POR) and Fortis (FTS) indicates that POR is currently a more attractive option for value investors due to its stronger earnings outlook and favorable valuation metrics [1][3][7]. Valuation Metrics - Portland General Electric has a forward P/E ratio of 15.38, while Fortis has a forward P/E of 20.86, suggesting that POR is undervalued compared to FTS [5]. - The PEG ratio for POR is 4.53, compared to FTS's PEG ratio of 4.86, indicating that POR may offer better value when considering expected earnings growth [5]. - The P/B ratio for POR is 1.41, while FTS has a P/B ratio of 1.46, further supporting the notion that POR is relatively undervalued [6]. Earnings Outlook - Portland General Electric is experiencing an improving earnings outlook, which enhances its attractiveness in the Zacks Rank model [7].